Purpose: SMTP is a setting that allows a third party to access your email account in order to send emails on your behalf. The SMTP setting will allow Commusoft to send emails to your customers - these emails can be certificates, service reminders, estimates, purchase orders, invoices, etc. Please note that Commusoft will not see your emails. You can see the templates for these emails in various places on Commusoft.
Please note: Some emails may fail to send due to the limitations of your email provider. For example, if an email is too large it will not send. Gmail has a limit of 25MB; it is worth checking what, if any, limitations your own email provider has in place.
If you are using Gmail or Yahoo as your email provider you may have to change a few settings within Gmail in order for SMTP to work correctly, you can see these here: https://support.google.com/accounts/answer/3466521?hl=en
Other considerations: Emails sent through SMTP may not appear under sent items. This is simply the way your email provider handles SMTP and does not mean your emails are not being sent or received. Individuals that receive these emails will be able to reply, however, their responses will come through to your email inbox rather than to Commusoft.
Other Guides: We have a guide on how to set up your Gmail account and Outlook 365, you can view them here.
- Go to company settings > set up email.
- Connecting Gmail or Office365 : Click on the appropriate button as needed, and follow the login prompts to connect your account.
Setting up SMTP manually: Set up Gmail SMTP server
- To connect to Gmail SMTP Server, please fill in the required fields according to the details below:
- Username: Enter your Gmail address.
- Password: Enter your Google account password. If you have enabled two-step verification (a.k.a., two-factor authentication) for your Google account, refer to this article to generate an application password.
- Sender name: Enter a desired name.
- Sender email: Enter your Gmail address. Please note that if the Sender email differs from the Username above, your emails may be marked as spam.
- SMTP Server: smtp.gmail.com.
- SMTP Port: 587
- Authentication required: Tick the checkbox.
- Security connection (SSL/TLS) is required: Tick the checkbox.
(Username: This section is only necessary if your email provider requires you to set up a username as well as an email address in order to integrate, for example with Microsoft exchange)